6 - Setup Veins Tracker

Prep Required

Gather these items before starting

- Gather Patient Flow

      * Front Office and specific tasks
      * Nursing and specific tasks

      * Billing and specific tasks

These options are for the Stage Display

1. Set up Resources

Step by Step Guide

2. Set up Stage and Steps

Step by Step Guide

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• 5 - Set up Veins Check-In

  Prep Required Gather these items before starting - Gather Appointment/Visit Types       * Appointment Sick, Appointment Physical, Walk In Follow up, Etc         * Questions for each appointment/visit type These options are for the Veins Check-In Form ...

• Delete SMS Template

  1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select SMS Template. 3. From the Action Column select the Delete Button in the dropdown. Updates will be reflected immediately

• Archive a Resource

  1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Resource. 3. From the Action Column select the Archive Button in the dropdown. Updates will be reflected immediately

• Delete Email Template

  1. Navigate to Admin. 2. Navigate to Location, select Veins Tracker and from the dropdown select Email Template. 3. From the Action Column select the Delete Button in the dropdown. Updates will be reflected immediately

• Share Check - In Form

  1. Navigate to Operations. 2. Navigate to Veins Tracker and from the dropdown select Storage Display. 3.  Select the Share Check-In Form 4. Choose sending method - Phone or Email For SMS - Enter the Phone Number  For Email - Enter the Email Address ...